Azimuth Capital Investment Management

Azimuth Capital Investment Management as of June 30, 2025

Portfolio Holdings for Azimuth Capital Investment Management

Azimuth Capital Investment Management holds 299 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.6 $122M 246k 497.41
NVIDIA Corporation (NVDA) 3.3 $89M 565k 157.99
Apple (AAPL) 2.9 $77M 376k 205.17
Broadcom (AVGO) 2.8 $76M 277k 275.65
Eli Lilly & Co. (LLY) 2.1 $55M 71k 779.53
Alphabet Inc Class A cs (GOOGL) 1.8 $47M 269k 176.23
Wells Fargo & Company (WFC) 1.6 $43M 532k 80.12
Visa (V) 1.6 $42M 118k 355.05
Netflix (NFLX) 1.4 $38M 29k 1339.13
Bank of America Corporation (BAC) 1.4 $38M 804k 47.32
Stryker Corporation (SYK) 1.4 $38M 95k 395.63
Bank of New York Mellon Corporation (BK) 1.4 $37M 408k 91.11
Intercontinental Exchange (ICE) 1.3 $36M 196k 183.47
Corteva (CTVA) 1.3 $34M 452k 74.53
Facebook Inc cl a (META) 1.1 $31M 42k 738.09
JPMorgan Chase & Co. (JPM) 1.1 $30M 103k 289.91
Costco Wholesale Corporation (COST) 1.0 $28M 28k 989.94
HEICO Corporation (HEI) 1.0 $28M 84k 328.00
Boeing Company (BA) 1.0 $27M 127k 209.53
Pepsi (PEP) 1.0 $27M 201k 132.04
Amazon (AMZN) 1.0 $26M 118k 219.39
Metropcs Communications (TMUS) 0.9 $25M 106k 238.26
Axon Enterprise (AXON) 0.9 $25M 30k 827.94
Monolithic Power Systems (MPWR) 0.9 $25M 34k 731.38
Wal-Mart Stores (WMT) 0.9 $25M 252k 97.78
Wec Energy Group (WEC) 0.9 $24M 229k 104.20
Exxon Mobil Corporation (XOM) 0.9 $24M 220k 107.80
International Business Machines (IBM) 0.9 $23M 79k 294.78
Servicenow (NOW) 0.8 $23M 22k 1028.08
Autodesk (ADSK) 0.8 $22M 72k 309.57
Republic Services (RSG) 0.8 $22M 88k 246.61
Roper Industries (ROP) 0.8 $21M 38k 566.84
Fiserv (FI) 0.8 $21M 123k 172.41
Uber Technologies (UBER) 0.8 $21M 222k 93.30
MasterCard Incorporated (MA) 0.8 $21M 37k 561.94
Intuit (INTU) 0.8 $21M 26k 787.63
Veeva Sys Inc cl a (VEEV) 0.8 $20M 71k 287.98
Abbvie (ABBV) 0.8 $20M 109k 185.62
Penumbra (PEN) 0.7 $20M 78k 256.63
Intuitive Surgical (ISRG) 0.7 $19M 35k 543.41
MSCI Europe Financials Sector Index Fund (EUFN) 0.7 $19M 586k 31.63
Msci (MSCI) 0.7 $19M 32k 576.74
Fastenal Company (FAST) 0.7 $18M 436k 42.00
Amphenol Corporation (APH) 0.7 $18M 185k 98.75
Casey's General Stores (CASY) 0.7 $18M 36k 510.27
Home Depot (HD) 0.6 $16M 45k 366.64
Workday Inc cl a (WDAY) 0.6 $16M 66k 240.00
Marvell Technology (MRVL) 0.6 $16M 203k 77.40
Crowdstrike Hldgs Inc cl a (CRWD) 0.6 $16M 31k 509.31
Nintendo (NTDOY) 0.6 $16M 651k 24.02
MercadoLibre (MELI) 0.6 $15M 5.8k 2613.63
ResMed (RMD) 0.6 $15M 58k 258.00
Chubb (CB) 0.6 $15M 51k 289.72
General Dynamics Corporation (GD) 0.6 $15M 51k 291.66
Palo Alto Networks (PANW) 0.5 $14M 70k 204.64
Chevron Corporation (CVX) 0.5 $14M 100k 143.19
Johnson & Johnson (JNJ) 0.5 $14M 93k 152.75
Duke Energy (DUK) 0.5 $14M 117k 118.00
Oracle Corporation (ORCL) 0.5 $14M 63k 218.63
Taiwan Semiconductor Mfg (TSM) 0.5 $14M 60k 226.49
Blackrock (BLK) 0.5 $13M 13k 1049.25
Walt Disney Company (DIS) 0.5 $13M 105k 124.01
Mondelez Int (MDLZ) 0.5 $13M 191k 67.44
IDEXX Laboratories (IDXX) 0.5 $13M 24k 536.34
London Stk Exchange (LNSTY) 0.5 $13M 346k 36.43
Linde (LIN) 0.5 $13M 27k 469.18
Marsh & McLennan Companies (MMC) 0.5 $12M 57k 218.64
iShares MSCI Emerging Markets Indx (EEM) 0.5 $12M 256k 48.24
Citigroup (C) 0.5 $12M 145k 85.12
Sherwin-Williams Company (SHW) 0.5 $12M 36k 343.36
Advanced Micro Devices (AMD) 0.4 $12M 85k 141.90
Xylem (XYL) 0.4 $12M 92k 129.36
Yum! Brands (YUM) 0.4 $12M 80k 148.18
Mtu Aero Engines Hldgs A (MTUAY) 0.4 $12M 53k 221.39
State Street Corporation (STT) 0.4 $12M 108k 106.34
Procter & Gamble Company (PG) 0.4 $11M 72k 159.32
Reinsurance Group of America (RGA) 0.4 $11M 57k 198.36
PNC Financial Services (PNC) 0.4 $11M 60k 186.42
Merck & Co (MRK) 0.4 $11M 141k 79.16
Vanguard Total Stock Market ETF (VTI) 0.4 $11M 37k 303.93
salesforce (CRM) 0.4 $11M 41k 272.69
Texas Instruments Incorporated (TXN) 0.4 $11M 53k 207.62
Verizon Communications (VZ) 0.4 $11M 256k 43.27
Coca-Cola Company (KO) 0.4 $11M 155k 70.75
Terreno Realty Corporation (TRNO) 0.4 $11M 195k 56.07
3M Company (MMM) 0.4 $11M 71k 152.24
Starbucks Corporation (SBUX) 0.4 $11M 116k 91.63
Chipotle Mexican Grill (CMG) 0.4 $11M 189k 56.15
Cisco Systems (CSCO) 0.4 $11M 152k 69.38
Gilead Sciences (GILD) 0.4 $11M 94k 110.87
Tyler Technologies (TYL) 0.4 $11M 18k 592.84
Union Pacific Corporation (UNP) 0.4 $10M 45k 230.08
Asml Holding (ASML) 0.4 $10M 13k 801.39
Corpay (CPAY) 0.4 $10M 30k 331.82
Schlumberger (SLB) 0.4 $9.9M 292k 33.80
HDFC Bank (HDB) 0.4 $9.7M 127k 76.67
Booz Allen Hamilton Holding Corporation (BAH) 0.4 $9.7M 93k 104.13
Automatic Data Processing (ADP) 0.4 $9.6M 31k 308.40
Ross Stores (ROST) 0.4 $9.6M 76k 127.58
Airbus Group Nv - Unsp (EADSY) 0.4 $9.6M 184k 52.02
Accenture (ACN) 0.4 $9.6M 32k 298.89
Southern Company (SO) 0.4 $9.6M 104k 91.83
Lonza Group Ag - Un (LZAGY) 0.4 $9.6M 135k 70.98
Zoetis Inc Cl A (ZTS) 0.4 $9.5M 61k 155.95
Emerson Electric (EMR) 0.4 $9.5M 71k 133.33
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $9.4M 21k 445.20
Ishares Msci Japan (EWJ) 0.3 $9.2M 123k 74.97
Vanguard Total Bond Market ETF Etf (BND) 0.3 $9.2M 125k 73.63
Neurocrine Biosciences (NBIX) 0.3 $9.0M 72k 125.69
Wisdomtree Tr intl hedge eqt (HEDJ) 0.3 $9.0M 188k 48.12
Atlassian Corporation Cl A (TEAM) 0.3 $8.8M 43k 203.09
Cme (CME) 0.3 $8.8M 32k 275.62
Pfizer (PFE) 0.3 $8.8M 363k 24.24
Welltower Inc Com reit (WELL) 0.3 $8.8M 57k 153.73
Abbott Laboratories (ABT) 0.3 $8.5M 63k 136.01
UnitedHealth (UNH) 0.3 $8.5M 27k 311.97
Daiichi Sankyo Co - Spons (DSNKY) 0.3 $8.4M 361k 23.30
CoStar (CSGP) 0.3 $8.4M 104k 80.40
Paychex (PAYX) 0.3 $8.2M 57k 145.46
AstraZeneca (AZN) 0.3 $8.0M 115k 69.88
Kinder Morgan (KMI) 0.3 $8.0M 271k 29.40
McDonald's Corporation (MCD) 0.3 $7.9M 27k 292.17
Raytheon Technologies Corp (RTX) 0.3 $7.3M 50k 146.02
Iron Mountain (IRM) 0.3 $7.0M 69k 102.57
Trade Desk (TTD) 0.3 $7.0M 97k 71.99
Berkshire Hathaway (BRK.B) 0.2 $6.7M 14k 485.77
Agilent Technologies Inc C ommon (A) 0.2 $6.6M 56k 118.01
Constellation Brands (STZ) 0.2 $6.6M 41k 162.68
Rockwell Automation (ROK) 0.2 $6.5M 20k 332.17
Principal Financial (PFG) 0.2 $6.2M 79k 79.43
Medtronic (MDT) 0.2 $5.9M 67k 87.17
Ecolab (ECL) 0.2 $5.7M 21k 269.44
iShares S&P SmallCap 600 Growth (IJT) 0.2 $5.7M 43k 133.04
Weyerhaeuser Company (WY) 0.2 $5.6M 218k 25.69
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.2 $5.5M 25k 221.25
Experian (EXPGY) 0.2 $5.3M 103k 51.42
Barclays (BCS) 0.2 $5.3M 284k 18.59
Amgen (AMGN) 0.2 $5.2M 19k 279.21
At&t (T) 0.2 $5.2M 179k 28.94
Lockheed Martin Corporation (LMT) 0.2 $5.2M 11k 463.14
DBS Group Holdings (DBSDY) 0.2 $5.2M 37k 141.04
Invesco S&p 500 Equal Weight Etf (RSP) 0.2 $5.1M 28k 181.74
Brookfield Asset Management (BAM) 0.2 $5.0M 91k 55.28
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.2 $4.9M 71k 69.09
AFLAC Incorporated (AFL) 0.2 $4.9M 47k 105.46
TJX Companies (TJX) 0.2 $4.8M 39k 123.49
Wal-mart de Mexico S A B de C V (WMMVY) 0.2 $4.8M 145k 32.86
Anheuser-Busch InBev NV (BUD) 0.2 $4.7M 68k 68.72
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.2 $4.6M 47k 99.03
Bristol Myers Squibb (BMY) 0.2 $4.6M 100k 46.29
Nice Systems (NICE) 0.2 $4.6M 27k 168.91
Target Corporation (TGT) 0.2 $4.6M 47k 98.65
Colgate-Palmolive Company (CL) 0.2 $4.4M 49k 90.90
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.2 $4.4M 63k 70.41
Techtronic Industries-sp (TTNDY) 0.2 $4.4M 80k 54.97
Dassault Systemes (DASTY) 0.2 $4.4M 121k 36.07
Kimberly-Clark Corporation (KMB) 0.2 $4.3M 34k 128.92
Clorox Company (CLX) 0.2 $4.2M 35k 120.07
iShares MSCI EAFE Index Fund (EFA) 0.2 $4.2M 47k 89.39
Caterpillar (CAT) 0.2 $4.1M 11k 388.21
iShares S&P SmallCap 600 Value Idx (IJS) 0.1 $3.9M 39k 99.49
Hershey Company (HSY) 0.1 $3.8M 23k 165.95
Public Storage (PSA) 0.1 $3.6M 12k 293.42
Air Products & Chemicals (APD) 0.1 $3.5M 12k 282.06
Canadian Natl Ry (CNI) 0.1 $3.5M 33k 104.04
American Express Company (AXP) 0.1 $3.4M 11k 318.98
iShares Russell 1000 Growth Index (IWF) 0.1 $3.3M 7.8k 424.58
iShares Russell 1000 Value Index (IWD) 0.1 $3.2M 16k 194.23
Realty Income (O) 0.1 $3.1M 54k 57.61
Viper Energy 0.1 $3.1M 81k 38.13
Alphabet Inc Class C cs (GOOG) 0.1 $2.9M 16k 177.39
Best Buy (BBY) 0.1 $2.8M 42k 67.13
Honeywell International (HON) 0.1 $2.8M 12k 232.88
Travelers Companies (TRV) 0.1 $2.6M 9.8k 267.54
Nordson Corporation (NDSN) 0.1 $2.4M 11k 214.37
Pinnacle West Capital Corporation (PNW) 0.1 $2.2M 25k 89.47
Cogent Communications (CCOI) 0.1 $2.2M 45k 48.21
iShares S&P MidCap 400 Index (IJH) 0.1 $2.1M 33k 62.02
Gentex Corporation (GNTX) 0.1 $2.0M 92k 21.99
Deere & Company (DE) 0.1 $1.9M 3.7k 508.49
BP (BP) 0.1 $1.9M 62k 29.93
General Electric (GE) 0.1 $1.8M 7.1k 257.39
Cardinal Health (CAH) 0.1 $1.8M 11k 168.00
Dow (DOW) 0.1 $1.7M 66k 26.48
Dominion Resources (D) 0.1 $1.7M 31k 56.52
Applied Materials (AMAT) 0.1 $1.7M 9.1k 183.07
Nextera Energy (NEE) 0.1 $1.7M 24k 69.42
Intel Corporation (INTC) 0.1 $1.7M 74k 22.40
Ford Motor Company (F) 0.1 $1.6M 147k 10.85
Qualcomm (QCOM) 0.1 $1.6M 9.9k 159.26
iShares Russell 2000 Index (IWM) 0.1 $1.5M 7.0k 215.79
Comerica Incorporated (CMA) 0.1 $1.5M 25k 59.65
Berkshire Hathaway (BRK.A) 0.1 $1.5M 2.00 728800.00
Palantir Technologies (PLTR) 0.1 $1.4M 10k 136.32
Motorola Solutions (MSI) 0.1 $1.4M 3.4k 420.46
iShares Gold Trust (IAU) 0.1 $1.4M 22k 62.36
Thermo Fisher Scientific (TMO) 0.1 $1.4M 3.4k 405.46
Airbnb (ABNB) 0.0 $1.3M 9.9k 132.34
iShares S&P 500 Value Index (IVE) 0.0 $1.2M 6.3k 195.42
ConocoPhillips (COP) 0.0 $1.2M 13k 89.74
Blackstone Group Inc Com Cl A (BX) 0.0 $1.2M 7.7k 149.58
Progressive Corporation (PGR) 0.0 $1.1M 4.2k 266.86
SYSCO Corporation (SYY) 0.0 $1.1M 15k 75.74
DTE Energy Company (DTE) 0.0 $1.1M 8.3k 132.46
Goldman Sachs (GS) 0.0 $1.1M 1.5k 707.75
Ge Vernova (GEV) 0.0 $1.0M 2.0k 529.15
iShares Intermediate Gov/Credi Etf (GVI) 0.0 $1.0M 9.7k 106.79
Lowe's Companies (LOW) 0.0 $972k 4.4k 221.87
Illinois Tool Works (ITW) 0.0 $942k 3.8k 247.25
SPDR Gold Trust (GLD) 0.0 $928k 3.0k 304.83
W.W. Grainger (GWW) 0.0 $915k 880.00 1040.24
Vanguard S&p 500 Etf idx (VOO) 0.0 $915k 1.6k 567.94
iShares S&P 500 Growth Index (IVW) 0.0 $914k 8.3k 110.10
Eaton (ETN) 0.0 $889k 2.5k 356.99
iShares Russell 1000 Index (IWB) 0.0 $886k 2.6k 339.57
Allstate Corporation (ALL) 0.0 $866k 4.3k 201.31
Adobe Systems Incorporated (ADBE) 0.0 $860k 2.2k 386.88
Philip Morris International (PM) 0.0 $760k 4.2k 182.13
Analog Devices (ADI) 0.0 $725k 3.0k 238.02
Huntington Bancshares Incorporated (HBAN) 0.0 $702k 42k 16.76
Fortinet (FTNT) 0.0 $678k 6.4k 105.72
PPG Industries (PPG) 0.0 $677k 6.0k 113.75
Toro Company (TTC) 0.0 $676k 9.6k 70.68
RPM International (RPM) 0.0 $670k 6.1k 109.84
CMS Energy Corporation (CMS) 0.0 $667k 9.6k 69.28
Paypal Holdings (PYPL) 0.0 $654k 8.8k 74.32
Cincinnati Financial Corporation (CINF) 0.0 $640k 4.3k 148.92
Globus Med Inc cl a (GMED) 0.0 $626k 11k 59.02
Spdr S&p 500 Etf (SPY) 0.0 $617k 999.00 617.85
FedEx Corporation (FDX) 0.0 $607k 2.7k 227.31
United Parcel Service (UPS) 0.0 $606k 6.0k 100.94
Dupont De Nemours (DD) 0.0 $605k 8.8k 68.59
Altria (MO) 0.0 $592k 10k 58.63
iShares S&P 500 Index (IVV) 0.0 $589k 948.00 620.90
Ingredion Incorporated (INGR) 0.0 $580k 4.3k 135.62
Parker-Hannifin Corporation (PH) 0.0 $580k 830.00 698.47
Marathon Petroleum Corp (MPC) 0.0 $577k 3.5k 166.11
iShares 1-3 Year Treasury Bond Etf (SHY) 0.0 $569k 6.9k 82.86
Neogen Corporation (NEOG) 0.0 $550k 115k 4.78
Enbridge (ENB) 0.0 $546k 12k 45.26
Dt Midstream (DTM) 0.0 $534k 4.9k 109.91
Exelon Corporation (EXC) 0.0 $515k 12k 43.42
Avery Dennison Corporation (AVY) 0.0 $511k 2.9k 175.47
Snap-on Incorporated (SNA) 0.0 $486k 1.6k 311.18
Tesla Motors (TSLA) 0.0 $482k 1.5k 317.66
Newmont Mining Corporation (NEM) 0.0 $478k 8.2k 58.26
McCormick & Company, Incorporated (MKC) 0.0 $458k 6.0k 75.82
Proshares Tr S&p 500 Aristo (NOBL) 0.0 $457k 4.5k 100.70
Vanguard Intermediate-Term Cor Etf (VCIT) 0.0 $455k 5.5k 82.92
Carrier Global Corporation (CARR) 0.0 $454k 6.2k 73.19
S&p Global (SPGI) 0.0 $443k 840.00 527.29
Genuine Parts Company (GPC) 0.0 $442k 3.6k 121.31
Mercantile Bank (MBWM) 0.0 $427k 9.2k 46.41
Waste Management (WM) 0.0 $412k 1.8k 228.82
Consolidated Edison (ED) 0.0 $412k 4.1k 100.35
Valero Energy Corporation (VLO) 0.0 $403k 3.0k 134.42
Corning Incorporated (GLW) 0.0 $402k 7.7k 52.59
Donaldson Company (DCI) 0.0 $402k 5.8k 69.35
Flutter Entertainment (FLUT) 0.0 $390k 1.4k 285.76
Cameco Corporation (CCJ) 0.0 $388k 5.2k 74.23
Shopify Inc cl a (SHOP) 0.0 $382k 3.3k 115.35
Danaher Corporation (DHR) 0.0 $371k 1.9k 197.54
SPDR S&P World ex-US (SPDW) 0.0 $352k 8.7k 40.49
Pentair cs (PNR) 0.0 $349k 3.4k 102.66
Expeditors International of Washington (EXPD) 0.0 $349k 3.1k 114.25
Intercontinental Hotels Group (IHG) 0.0 $346k 3.0k 115.34
Essex Property Trust (ESS) 0.0 $340k 1.2k 283.40
Steris Plc Ord equities (STE) 0.0 $338k 1.4k 240.22
Zscaler Incorporated (ZS) 0.0 $330k 1.1k 313.94
Constellation Energy (CEG) 0.0 $317k 981.00 322.76
iShares S&P SmallCap 600 Index (IJR) 0.0 $306k 2.8k 109.29
Comcast Corporation (CMCSA) 0.0 $297k 8.3k 35.69
Charles Schwab Corporation (SCHW) 0.0 $287k 3.1k 91.24
Private Bancorp Of America (PBAM) 0.0 $282k 5.2k 54.22
Boston Scientific Corporation (BSX) 0.0 $274k 2.6k 107.41
First Horizon National Corporation (FHN) 0.0 $274k 13k 21.20
Baxter International (BAX) 0.0 $257k 8.5k 30.28
Garmin (GRMN) 0.0 $251k 1.2k 208.72
iShares Broad USD Inv Grade Etf (USIG) 0.0 $248k 4.8k 51.44
Becton, Dickinson and (BDX) 0.0 $245k 1.4k 172.25
General Mills (GIS) 0.0 $243k 4.7k 51.81
Vaneck Vectors Gold Miners mutual (GDX) 0.0 $235k 4.5k 52.06
HEICO Corporation (HEI.A) 0.0 $233k 900.00 258.75
Unilever (UL) 0.0 $229k 3.7k 61.17
Delta Air Lines (DAL) 0.0 $227k 4.6k 49.18
SPDR DJ Wilshire Small Cap Value (SLYV) 0.0 $223k 2.8k 79.76
Cintas Corporation (CTAS) 0.0 $223k 1.0k 222.87
Bank Ozk (OZK) 0.0 $221k 4.7k 47.06
General Motors Company (GM) 0.0 $219k 4.5k 49.21
Proshares Tr mdcp 400 divid (REGL) 0.0 $216k 2.7k 81.54
Kraft Heinz (KHC) 0.0 $214k 8.3k 25.82
American Electric Power Company (AEP) 0.0 $213k 2.1k 103.76
iShares Dow Jones Select Dividend (DVY) 0.0 $208k 1.6k 132.81
SPDR Bloomberg High Yield Bond Etf (JNK) 0.0 $207k 2.1k 97.27
Brown-Forman Corporation (BF.B) 0.0 $202k 7.5k 26.91
Valley National Ban (VLY) 0.0 $174k 20k 8.93
Esperion Therapeutics (ESPR) 0.0 $22k 22k 0.98
Wallbridge Mining (WLBMF) 0.0 $478.000000 10k 0.05
Invesco Van Kampen Municipal exchange traded 0.0 $0 44k 0.00